Subject


Semiconductors


2025-06-03

[News] Renesas Reportedly Abandons SiC Production Plan Amid Chinese Price War, Wolfspeed Uncertainty

According to a report from MoneyDJ, citing Nikkei, slowing growth in the electric vehicle (EV) market—coupled with a supply glut driven by increased production from Chinese manufacturers—has led to falling prices and reportedly prompted Japanese semiconductor giant Renesas Electronics to abandon...

2025-06-02

[News] Taylor Reportedly Slashes Incentives for Samsung Plant Amid Delays, Sets New Targets

Due to repeated delays in the construction timeline of Samsung Electronics' plant in Taylor, Texas, the city has revised its financial incentive agreement, scaling back support for the project, according to Korea JoongAng Daily. The amended deal also sets new requirements, mandating that Samsung com...

2025-06-02

[News] Wolfspeed Feels Heat as China’s Largest SiC Plant Reportedly Fires Up, Powers 30% Local Supply

As US-based silicon carbide (SiC) giant Wolfspeed reportedly teeters on the brink of bankruptcy amid fierce competition from fast-rising Chinese rivals, China’s largest silicon carbide wafer plant has officially launched production in Wuhan, aiming to supply 30% of the country’s domestic output,...

2025-06-02

[News] TSMC’s 2nm Wafers Rumored to Soar to $30K Per Unit, Yet CSP Giants Reportedly Rush to Adopt by 2027

As TSMC prepares for 2nm mass production in 2H25, wafer prices have reportedly hit $30,000 per unit for 2nm and could soar to $45,000 at future nodes, according to Commercial Times. Despite the steep cost, major CSPs are set to follow AMD, NVIDIA, and Broadcom in adopting the node in the next 2 year...

2025-06-02

[News] Huawei Reportedly Invests in 60+ Chinese Chip Firms to Build Homegrown Supply Chain

According to a report from Nikkei, Huawei has reportedly invested in more than 60 Chinese semiconductor-related companies since it came under U.S. sanctions in 2019, as part of a broader effort to build a self-reliant supply chain. As highlighted by Nikkei, Huawei has ramped up its investments th...

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